Financial Planning & Information Services, Inc. Dimensional ETF Tr Transaction History
Financial Planning & Information Services, Inc.
- $655 Million
- Q2 2024
A detailed history of Financial Planning & Information Services, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 1,143,977 shares of DFAI stock, worth $35.1 Million. This represents 5.19% of its overall portfolio holdings.
Number of Shares
1,143,977
Previous 1,108,832
3.17%
Holding current value
$35.1 Million
Previous $33.5 Million
1.29%
% of portfolio
5.19%
Previous 5.04%
Shares
11 transactions
Others Institutions Holding DFAI
# of Institutions
528Shares Held
166MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$191 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$167 Million17.91% of portfolio
-
Bank Of America Corp Charlotte, NC5.11MShares$157 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL4.24MShares$130 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$127 Million0.22% of portfolio